Bruce G. Allen Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Sell |
150
-152
| -50% | -$26.2K | 0.02% | 353 |
|
|
2025
Q1 | $66.7K | Sell |
302
-111
| -27% | -$24.5K | 0.05% | 200 |
|
|
2024
Q4 | $84.8K | Buy |
413
+15
| +4% | +$3.08K | 0.07% | 167 |
|
|
2024
Q3 | $71.5K | Hold |
398
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $59.3K | Sell |
398
-19
| -5% | -$2.83K | 0.05% | 215 |
|
|
2024
Q1 | $66.6K | Sell |
417
-9
| -2% | -$1.44K | 0.05% | 197 |
|
|
2023
Q4 | $56.6K | Buy |
+426
| New | +$56.6K | 0.05% | 216 |
|